Take an example a company uses Salesforce CRM in their
organization where users deal with documents on day to day basis. A user has
come to you with request that users should be able to generate documents
automatically, currently they have been creating documents manually. How can
this be done using Conga Composer?
What is Conga Composer?
Conga Composer is a third party application which allows you
to create document on a standard or custom objects. Data can be retrieved from
multiple salesforce objects using specially configured reports in the
Salesforce. Then this data can be merged into the html templates, word and
excel. You can download the conga composer app from AppExchange. Once you
download the package Conga Composer app is created in app menu. To install
conga composer you need to have Developer, Professional, Enterprise and
Unlimited edition.
I have added Conga Composer button on Contact Page Layout.
Click Conga Composer button. Following Conga Composer page
is displayed. Now let’s create a template in conga composer.
Since we don’t have templates in the Conga Composer. Create
a sample template. I have taken a word file. Companies have N-number of
contacts in the Salesforce. For each contact you can’t manually enter the
details required on the Welcome Letter.
To automate the process we need to add merge fields on the Welcome document
so the Conga Composer automatically takes the information from the Salesforce
and generates the template for that respective contact.
Go to Tools & Settings > Template Builder.
On Template Builder page we can see Master, Master – Account,
Org, User and System merge fields. I want to add Email, Phone, First Name and
Org Name merge fields on the Welcome word document.
To add the merge fields click Master and you view all the
fields available from the Salesforce. Now I want Phone and Email. I will find
these fields in the list and add the fields using the right arrow. You can see on
the right side I have added Contact Phone and Contact Email with the merge
field. Copy the merge field and paste it on the word document as desired.
We can see merge fields {{CONTACT_FIRSTNAME}},
{{ORG_NAME}}, {{CONTACT_PHONE}} and {{CONTACT_EMAIL}} pasted in the word
document and save.
Select the Welcome Letter Template file from the local
drive.
On right side of the page we have few options.
Output Options:
Select Same as Template/Adobe PDF. We have selected “Same as Template” and we
are using word file hence when we download the file it downloads in the word
format. If we select Adobe PDF then the downloaded file will be PDF file even
though we have selected word as the template file.
Action (Below Output
Options): Select Download or Download and Email. Select Download to only
download the file whereas when Download and Email is selected we can download
and email the file.
Save a Copy: By
default it is not enabled. When enabled you can save the copy on Notes & Attachments,
Content, Chatter or Documents.
Activity Logging:
By default it is not enabled. It defines subject for the created activity, whether
to save the text of the word file and select the date to do follow-up for the
activity.
Preview: Click to
preview the document.
Click Merge and Download which generates word document and
all merge fields are displayed with the information taken from the respective
contact record from the salesforce.
Document Generation & Reporting for Salesforce is Easy.Conga Composer makes it easy to create and deliver the documents, presentations and reports from Salesforce.Keep sharing like this.
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Excellent article with appropriate pictures! Thanks for sharing.
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